# Common Use Cases

This article provides a high-level overview of common CloudFiles use cases and how teams use CloudFiles to manage, share and track documents directly within HubSpot.

> Kind: Guide · Updated: Jun 4, 2026

## Introduction

CloudFiles supports a wide range of document-centric workflows inside HubSpot across marketing, sales, customer success and operations teams. This article provides a high-level overview of common CloudFiles use cases and how teams use CloudFiles to manage, share and track documents directly within HubSpot.

## Marketing & Content Distribution Use Cases

Marketing and CMS teams use CloudFiles to distribute marketing collateral, track engagement and improve lead qualification directly inside HubSpot.

Common use cases include:

- Sharing brochures, presentations and marketing assets
- Gated content sharing using email walls or HubSpot forms
- Tracking document engagement analytics
- Lead segmentation based on document activity
- Reporting on collateral consumption
- Enabling teams to share centralised marketing content

To Know more, refer to article-CMS & Marketing Users Quick Start

## Sales & customer facing teams Use Cases

Sales and customer-facing teams use CloudFiles to manage customer documents, securely share files and track buyer engagement during deal cycles.

Common use cases include:

- Managing deal folders directly inside HubSpot records
- Secure sharing and tracking prospect engagement on sales collateral
- Sending personalised sharing links in emails and sequences
- Creating customer-facing document portals
- Automating notifications when customers interact with documents

To Know more, refer to article- Sales & Service Users Quick Start